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WisdomTree US SmallCap Dividend Fund
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Overview Fund Activity

322 hedge funds and large institutions have $871M invested in WisdomTree US SmallCap Dividend Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 101 increasing their positions, 137 reducing their positions, and 18 closing their positions.

Holders
322
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
4.68%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
24
Increased
101
Reduced
137
Closed
18
Calls
$283K
Puts
–
Net Calls
+$283K
Net Calls Change
-$1.37M

Top Buyers

1
MWM
1
Meridian Wealth Management
Kentucky
$4.27M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.99M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.14M
4
FTUS
4
Flow Traders U.S.
New York
$1.82M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.9M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$16.1M
2
CICC
2
Capital Investment Counsel (Colorado)
Colorado
$486K
3
Bank of America
3
Bank of America
North Carolina
$66.8M
4
UCFA
4
United Capital Financial Advisors
Texas
$553K
5
AssetMark Inc
5
AssetMark Inc
California
$7.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$1.73M +$676K +21,691 +64%
PAG
77
Private Advisor Group
New Jersey
$1.72M -$67.7K -2,172 -4%
MSA
78
Marathon Strategic Advisors
Pennsylvania
$1.7M +$14.5K +467 +0.9%
AWM
79
Apollon Wealth Management
South Carolina
$1.7M -$1.06M -34,039 -38%
NB
80
NBT Bank
New York
$1.67M -$3.8K -122 -0.2%
MML Investors Services
81
MML Investors Services
Massachusetts
$1.63M +$61K +1,960 +4%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$1.63M -$547K -17,564 -25%
FNB
83
Farmers National Bank
Kentucky
$1.63M +$26.3K +844 +2%
FPIS
84
Financial Planning & Information Services
Wisconsin
$1.62M -$6.32K -203 -0.4%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$1.62M -$55.5K -1,781 -3%
CFA
86
Cahill Financial Advisors
Minnesota
$1.59M +$5.2K +167 +0.3%
FRA
87
FFG Retirement Advisors
Colorado
$1.57M -$892K -28,650 -36%
PAG
88
Powers Advisory Group
Illinois
$1.51M -$12.7K -408 -0.8%
ONSWM
89
Old North State Wealth Management
North Carolina
$1.49M +$13.7K +439 +0.9%
OPS
90
Orion Portfolio Solutions
Nebraska
$1.49M -$1.07M -34,339 -42%
BCI
91
Brinker Capital Investments
Pennsylvania
$1.49M -$1.07M -34,339 -42%
IWA
92
Inspirion Wealth Advisors
Illinois
$1.44M – – –
TA
93
TFG Advisers
Michigan
$1.43M -$57.9K -1,860 -4%
IWP
94
IAG Wealth Partners
Wisconsin
$1.42M -$24.1K -775 -2%
SHFA
95
SC&H Financial Advisors
Maryland
$1.42M +$4.33K +139 +0.3%
PRI
96
Prepared Retirement Institute
Pennsylvania
$1.41M -$54.4K -1,747 -4%
FAP
97
Financial Advisory Partners
Florida
$1.32M -$34.8K -1,118 -3%
PTP
98
Platform Technology Partners
New York
$1.24M +$1.24M +39,781 New
UAG
99
United Advisor Group
Ohio
$1.2M +$153K +4,904 +15%
HSA
100
HBK Sorce Advisory
Pennsylvania
$1.16M -$44.6K -1,433 -4%
2 3
4
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